paraplanner
Responsibility
- reports to Adviser Operations Manager
Requirements
- dipFA Level 4
- complete full ceding scheme and advice analysis to assess suitability outcomes on behalf of and in support of Financial Advisers
- previous Paraplanning Experience
Show more +15 - assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk
- financial services experience
- produce clear, accurate and details reports for clients that meet all FCA standards
- understanding of FCA regulation and guidelines
- acting as First Line of Defence, raising issues that could affect the client/company
- financial Service experience
- be responsible for managing and planning workflow
- technical knowledge/experience of Investment Advice & Pensions
- provide information for annual reviews and identify areas not covered
- experience of using Selectapension for pension switching and FAD
- communicate with clients and third parties
- experience of using cashflow analysis and sustainability tools, preferably Dynamic Planner
- financial Services: 3 years
- personal data gathering and fact-checking
- experience of working with Advice standards and supporting the ongoing updating of standards to ensure technically accurate, relevant and proportionate
Salary in other companies in the position paraplanner
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| TRUESTAR TALENT | 5000 £ | 3750 £ 12375 £ |
| MB FITZGERALD | 4447 £ | 3750 £ 12375 £ |
| PROGENY | 4166 £ | 3750 £ 12375 £ |
| DAVIES RESOURCING | 4111 £ | 3750 £ 12375 £ |
| CANDIDATE SOURCE | 3750 £ | 3750 £ 12375 £ |
| KENNEDY PEARCE CONSULTING | 3750 £ | 3750 £ 12375 £ |
| RESOURCE SOLUTIONS | 3750 £ | 3750 £ 12375 £ |
| ADVANCE SEARCH AND SELECTION | 3750 £ | 3750 £ 12375 £ |
| OAK PRIVATE WEALTH | 3750 £ | 3750 £ 12375 £ |